TruAdvantage

We obtained quotes from various companies, some specialized in managed services and others in the conversion project. TruAdvantage provided a competitive proposal, showcasing their expertise and confidence in successfully handling both aspects for our needs. The initial step: involved gathering requirements for both the Managed Services takeover and the email/data/platform conversion project. Once these requirements were finalized, along with target dates, they proceeded to assess our existing infrastructure. They installed and updated the necessary hardware components such as internal networking devices, firewalls, switches, WiFi access points, phone switches, cooling fans, and more, all using hardware consistent with their expertise in managing and servicing various clients. Next step: following this, they moved on to workstations, updating and installing the required software and security measures for ongoing managed services. This allowed them to begin providing support to our employees while concurrently working on the platform conversion project to Microsoft. The conversion project was executed in stages, involving the migration of email and data to MS365, Sharepoint, Onedrive, and Teams. They conducted successful initial user conversions and then scheduled the migration for all employees during off-business hours to prevent any disruption to our operations. Upon completion of the migration, they organized multiple training sessions to familiarize our employees with the new email and data structure and to provide guidance on using new applications like Sharepoint and Teams. The projects were successfully finished within the initially proposed timeframe and budget. Throughout the entire process, our business did not encounter any noteworthy downtime. When it comes to ongoing managed services, their helpdesk has proven to be highly responsive and has achieved a 100% resolution rate for all identified issues. They maintain a partnership-level approach in managing our business, conducting regular reviews to anticipate any potential changes necessitated by our business growth and evolving needs. Additionally, they keep our protocols up to date with best-in-class standards. They consistently scheduled check-ins and updates, allowing for open discussions about any concerns on an as-needed basis. The accessibility of their team is consistently reliable, and they continue to operate in this manner within the ongoing steady state of the Managed Services they provide.

Initially, Iman [Iman Oskoorouchi, Co-Founder, TruAdvantage worked for a different company that provided tech support for us. If we had a problem with our system, Iman came over and fixed it. When he started TruAdvantage, he began implementing bigger packages, and, eventually, changed the system so that he could work remotely (instead of having to come on premises). He did great work and became like family to us. Later, he worked with us in a maintenance capacity: if we had an issue, his team was looking at it remotely, making changes and tweaking things on their end. His customer service is impeccable and he's a great communicator. Unlike some other IT vendors, he never made me feel I lacked any technical skills or knowledge. The first time our system crashed he spent hours trying to get it up and going, and he finally did. Whenever we had a major issue, either Iman or someone else would arrive within the timeframe they gave me. With time, our systems became stronger and we didn't have too many major issues. We've worked together for many years and he's always had incredible attention to detail. When his practice got bigger, we had to create a ticket when we needed services, but I always had direct contact with Iman (I usually called him because I prefer that to emails). Applying their expertise and knowledge, they made the system more secure, preventing crashes. Their open communication, ability to deliver on promises, and eagerness to resolve issues earned them trust and led to a long-term partnership.

We first heard about TruAdvantage from a seminar presenter. After getting in touch with them, we were genuinely impressed by their industry knowledge and extensive experience. TruAdvantage conducted a thorough examination of our computer systems and their configurations. Our company, housing several servers and printers on our network, received recommendations from TruAdvantage to enhance our setup. These suggestions included retiring older hardware, enhancing security measures, and adopting superior products and vendors to boost our overall efficiency. They conduct an annual review and offer recommendations to ensure our systems remain up-to-date and operate smoothly. This is an ongoing and valuable partnership. TruAdvantage consistently delivers projects within the designated timelines. They have a tendency to set conservative expectations and then exceed them. The majority of our requirements involve system upgrades on an annual basis, and in some instances, quarterly, to minimize downtime.

They provide managed IT through their totalCARE service and helped set up our antivirus and anti-malware software. We’re currently exploring their Secure360 package to prevent former employees from accessing our internal systems. They’re also doing research on preventing insider threats. In response to recent hacking attacks, they tested our system for vulnerabilities and recommended a series of enhancements. They stabilized our main server after a previous employee ran an incompatible EDA software simulation application. Additionally, TruAdvantage supports our IT help desk and established a single signup service so our employees don’t have to memorize multiple passwords. While our previous provider considered us a low priority, TruAdvantage makes us feel like a valued client. They’re doing a good job with security and their help desk has helped our employees quickly resolve any issues. Through their technical expertise, they’ve optimized internal systems and created peace of mind. Unlike previous vendors, they view startups as a valued client and provide reliable support. They’re effective communication and responsiveness cemented a long-term partnership.

Since working with TruAdvantage, the client has seen improvements in their incident resolution speed, network security, cost efficiency, and business productivity. As a result, their customer satisfaction rate has increased. The team is very dedicated to the project, which the client appreciates. They helped us in :- 1. Management of IT Infrastructure: Overseeing the monitoring and upkeep of servers, networks, and hardware components. Regularly applying software updates, patches, and security enhancements. Proactively monitoring system performance and addressing issues as they arise. Configuring and supervising firewalls, routers, and switches. 2. Providing Help Desk Support: Delivering responsive and dependable technical assistance to end-users. Resolving hardware and software problems through troubleshooting. Offering remote support and conducting on-site visits as needed. Utilizing a ticketing system to track and resolve user queries and issues. 3. Ensuring Data Backup and Recovery: Regularly backing up data to prevent loss. Utilizing off-site storage and redundancy for enhanced security. Ensuring swift data recovery in the event of system failures or disasters. Testing and validating backup and recovery processes. 4. Enhancing Network Security: Implementing and overseeing robust security measures. Configuring firewalls and intrusion detection/prevention systems. Conducting regular vulnerability assessments and security audits. Deploying antivirus and anti-malware solutions to safeguard against threats. 5. Managing Cloud Services: Handling the migration and oversight of cloud-based infrastructure. Setting up and configuring cloud platforms and applications. Monitoring, optimizing, and managing the costs of cloud resources. Implementing collaboration tools, file sharing, and remote access solutions. 6. Offering IT Strategy and Consulting: Developing technology plans and roadmaps. Evaluating and recommending IT solutions and vendors. Assisting with IT budgeting and optimizing costs. Providing guidance on industry best practices and emerging technologies. TruAdvantage consistently demonstrates exceptional project management skills throughout our engagement. They have a proven track record of delivering deliverables punctually, adhering to agreed-upon deadlines and project milestones. Their robust organizational capabilities ensure that tasks are efficiently planned, executed, and closely monitored to ensure timely completion. Furthermore, their responsiveness to our requirements has been exceptional. Whenever we've faced issues or needed assistance, their team has promptly addressed our concerns and provided timely solutions. Their communication channels are both open and efficient, facilitating rapid and effective collaboration. They are attentive listeners, taking the time to comprehend our needs and customizing their services to meet our precise requirements.

We made a strategic decision in 2019 to replace our Internal IT team of 3 with an MSP who understands our industry (Finance) and our security needed. Both financially and strategically the decision was evaluated and was approved. All projects are managed by a dedicated project manager. Projects are mostly delivered on time and communicated if there is a delay. There is also a weekly project meeting to update us on the status of the projects. TruAdvantage has helped the client pass their compliance and security requirements. They also receive praise for their help desk team and support process. Moreover, they resolve issues quickly, communicate effectively, deliver outputs on time, and provide full access to dashboards and documentation.

In late 2013, we had an urgent need to move our in-house developed CRM and sales management platform from on-premise servers to a cloud hosted solution. The platform spanned over 40 servers in-house and simply was not sustainable. Downtime and Security were of great concern for us.The Tru Advantage team successfully completed the project without causing the company any downtime which surpassed their expectations. The company was impressed with the team's project planning, documentation, vision, and overall professionalism during their partnership. No downtime: 40 servers were migrated to the cloud and we experience no downtime. The project completed successfully and surpassed our expectations in terms of potential ramifications. Cloud-based CRM and Sales Platform: now we have our CRM and sales platform that were developed in-house hosted in a reliable cloud-based infrastructure: Microsoft Azure. Business continuity: using Azure, TruAdvantage designed and implemented a backup and business continuity for our CRM. We test the process annually to make sure we can operate in case of a disaster. Efficiency for our Sales team: now our CRM and Sales are hosted in the cloud. We can access it from anywhere anytime, fast, and reliable. nitially the project was managed by our project manager Iman. They follow ITIL project planning process which includes comprehensive project plans, weekly sync-ups, testing, hybrid testing and final completion. We had a chance (through a channel) to provide feedback at the end of each phase of the project. Our feedback was documented, and necessary actions or adjustments were made. Later, for our support and maintenance we had 4 different ways to report issues: chat, phone, email, and our IT management portal. We also had our strategic business reviews with our client success manager Kayvan. Overall, great process and workflow.

In late 2017, we came to this realization that our practice’s IT, HIPAA Compliance and Cybersecurity needs and challenges required a larger team. TruAdvantage was brought onboard to develop and implement a solid and scalable IT strategy to address our needs and pain points: To provide real-time and responsive helpdesk to staff and doctors, implement a cybersecurity plan, help us maintain HIPAA and minimize our footprint on premise by migrating to the cloud. We needed an IT company who worked with healthcare practices, understood HIPAA, and could help us address HIPAA Compliance. -- We had a high number of physical servers and an old infrastructure in our server room. We wanted to move as much as we can to the cloud and upgrade the old infrastructure. -- Protect our data and patient records by implementing a solid Backup and Disaster recovery solution Amazing support: our staff and doctors feel confident that they can get their issues solved fast. We truly feel like we have a full IT department at our fingertips. Peace of mind: with the security practices and also the disaster recovery solution they have put in place, management has a great deal of peace of mind about security of our data, patient records and overall, the reputation of our practice. Efficiency and better patient care: with live and responsive support and process improvements implemented by TruAdvantage, we can take care of our patients faster and with higher quality. Thanks to TruAdvantage's efforts, IT issues have been addressed accordingly and required support is provided in a timely manner. The team establishes an effective workflow through impressive processes and documentation. They are professional and fun to work with.

We have about 15 computers in the office, all linked to a cloud-based monitoring system. When they first started working with us, most of our computers needed to be replaced, and the whole office needed to be rewired and made Wi-Fi capable. They’ve actually wired our office twice. Once at our old office, and again when the old location sold and we needed to move suddenly. They also suggested we set up a backup internet connection so we never go down. They helped us with the initial crossover from paper to EMR. We have a practice management company that oversees all of our patient information, and we needed to get through the process so they could talk with our EMR company. We had the opportunity to buy our old office space when the owner was looking to sell. It was an old building, with too much to fix, so we thought we would be able to stay a little longer. In the end, we only had two months to find a new office and move. TruAdvantage came in and helped us pack everything up, and gave us an estimate of how much the move would cost. They moved our whole system for us, which was a godsend. It was so wonderful to have someone come in and just do it for us. We had an unbelievably smooth transition from paper to EMR. We hardly had to do anything, they just handled it, and were completely affordable. I can’t say enough good things about them. They perform really well. They monitor everything, which gives us a lot of confidence. I can contact them by email or phone whenever I have a question or see something that concerns me. If ever I have something urgent to address, I can text them directly. I’ve never waited longer than an hour for someone to get back to me.

Initially, TruAdvantage helped build the practice. Their team installed cables, wireless capabilities, and hardware to get us up and running. Now, they provide managed IT services on-site and remotely. Their team supports our computers and phone systems including voicemail set-up, routing features, and automatic transfer, which directs calls to our answering service after hours. They install any electronic medical records or additional software and troubleshoot any issues that arise. Administering our e-mail system, their team creates new employee accounts. We also use a secure digital faxing platform called Sfax, which TruAdvantage also manages.

The helpdesk team and support process were not even comparable to the time we had an internal team. Quick resolutions. Great communication. Full access to dashboards and documentation. We also passed our compliance and security requirements.

The new ticketing system vastly improved customer service support, allowing the internal team to track end user issues and review their support metrics. TruAdvantage provided regular progress reports on their work, sticking to an effective plan and thoughtful process. The workflow was efficient and effective. We had regular weekly meetings to review the status of the project We also reviewed the progress report and numbers monthly and included JCC’s IT director in the meetings. Initially, we had over 20 hours of onsite presence by TruAdvantage which gradually decreased to less than 10.

Originally, we’d invited several companies to come and do an assessment for our internal IT staff. We explained that we wanted a secure IT organization, and that we would do whatever was needed. Several companies came out, but we weren’t satisfied because we had specific expectations and requirements. When TruAdvantage came, they did everything we thought they should have been doing as a secure IT company, and we were very pleased with them. We had one engagement with them, and we’ve retained them for IT services ever since. They assigned one project manager to our account. If he goes on vacation, there is a backup who communicates with us. They are in direct communication with us and scan our cloud servers on a weekly basis in order to provide us with status reports. They are very knowledgeable in IT and IT security. They are dedicated to our clients. We had a client who had an issue with their IT, and they came over the weekend and spent a few hours just to help them. We consider them more as an extension of our team rather than an external company. They are there for us every time we pick up the phone. Our clients who have worked with them have called and thanked us for referring them to TruAdvantage because of their response time and dedication.

The initial phase of the project involved the establishment of a comprehensive IT infrastructure, commencing with a thorough evaluation of our existing operational procedures, workflow, and IT systems. TruAdvantage conducted a comprehensive IT audit of our systems and presented the findings to our board. The establishment of the new server infrastructure entailed the procurement and configuration of four new servers at our office, each serving distinct functions: a domain controller that functions as a central database for all user and resource information, a file server, an email server hosting Exchange 2010 for email and calendar services, and a utility server serving as a print server. To enhance data security, a new backup process was introduced, incorporating a local NAS device and offsite cloud-based backup with real-time alerts and reporting capabilities. All 25 members of our staff were equipped with standardized Dell laptops during an onboarding process that seamlessly transferred their data and settings from personal computers to company-issued devices. Furthermore, all staff members were provided with formal email accounts, and the email server was fortified with third-party anti-spam and security measures. A new network infrastructure was designed and implemented, with the SonicWall serving as the primary security appliance. Additionally, authorized staff members were granted remote access via VPN for enhanced connectivity. Following the completion of the project, TruAdvantage's comprehensive IT management program, known as totalCARE, was implemented organization-wide. This program offered proactive support, a responsive helpdesk, server maintenance, backup services, and strategic guidance for IT planning and security. In terms of organizational processes, prior to the project, we had no IT infrastructure in place. However, after its completion, we established structured procedures for document sharing, email communications, calendar management, task tracking, project coordination, and remote access. All staff members were standardized on the same IT systems, ensuring uniformity and security. The board and management team gained peace of mind from knowing that a top-tier IT team was overseeing our organization's security, implementing measures such as password management, antivirus protection, reporting, and alert systems. With the ability to securely access our file server, documents, email, and task management platform via VPN, our staff experienced heightened productivity and organization. The workflow throughout the project, from the sales process to the initial audit and project implementation, was seamless and efficient. At the project's outset, we were presented with a detailed project plan outlining tasks and timelines, and we subsequently held weekly progress meetings with our project manager. Upon project completion, we conducted a comprehensive review meeting to assess the project's overall outcome. Additionally, we were provided with a survey to rate various aspects of the project, which was highly commendable. Subsequently, we continued to benefit from TruAdvantage's totalCARE support process, which included live helpdesk support via phone, email, chat, and their support portal. The support team consisted of live helpdesk engineers, a primary engineer, and an account manager

The initial phase of the project involved the establishment of a comprehensive IT infrastructure, commencing with a thorough evaluation of our existing operational procedures, workflow, and IT systems. TruAdvantage conducted a comprehensive IT audit of our systems and presented the findings to our board. The establishment of the new server infrastructure entailed the procurement and configuration of four new servers at our office, each serving distinct functions: a domain controller that functions as a central database for all user and resource information, a file server, an email server hosting Exchange 2010 for email and calendar services, and a utility server serving as a print server. To enhance data security, a new backup process was introduced, incorporating a local NAS device and offsite cloud-based backup with real-time alerts and reporting capabilities. All 25 members of our staff were equipped with standardized Dell laptops during an onboarding process that seamlessly transferred their data and settings from personal computers to company-issued devices. Furthermore, all staff members were provided with formal email accounts, and the email server was fortified with third-party anti-spam and security measures. A new network infrastructure was designed and implemented, with the SonicWall serving as the primary security appliance. Additionally, authorized staff members were granted remote access via VPN for enhanced connectivity. Following the completion of the project, TruAdvantage's comprehensive IT management program, known as totalCARE, was implemented organization-wide. This program offered proactive support, a responsive helpdesk, server maintenance, backup services, and strategic guidance for IT planning and security. In terms of organizational processes, prior to the project, we had no IT infrastructure in place. However, after its completion, we established structured procedures for document sharing, email communications, calendar management, task tracking, project coordination, and remote access. All staff members were standardized on the same IT systems, ensuring uniformity and security. The board and management team gained peace of mind from knowing that a top-tier IT team was overseeing our organization's security, implementing measures such as password management, antivirus protection, reporting, and alert systems. With the ability to securely access our file server, documents, email, and task management platform via VPN, our staff experienced heightened productivity and organization. The workflow throughout the project, from the sales process to the initial audit and project implementation, was seamless and efficient. At the project's outset, we were presented with a detailed project plan outlining tasks and timelines, and we subsequently held weekly progress meetings with our project manager. Upon project completion, we conducted a comprehensive review meeting to assess the project's overall outcome. Additionally, we were provided with a survey to rate various aspects of the project, which was highly commendable. Subsequently, we continued to benefit from TruAdvantage's totalCARE support process, which included live helpdesk support via phone, email, chat, and their support portal. The support team consisted of live helpdesk engineers, a primary engineer, and an account manager